If your performance review requires goals to be rated and assessed, your organization will first need to determine who is adding the goals and their associated weightings to the review. Admin/super users, managers, and employees all have the ability to add goals to the performance review but this permission is controlled through your account settings.
In order for a goal to be added to a performance review for assessment, it must first be created in the Goals application. View this article for more information on creating goals.
The video below provides a brief overview of how to add a goal to a performance review:
To add a goal to a performance review, follow the steps below:
Step 1: Navigate to Apps > Performance Reviews.
Note: If you are adding Goals to your self-assessment as a manager user, navigate to the 'Me' selector in the upper-left corner (next to the Left Navigation).
Step 2: Navigate to the correct performance review record, click the three-dot menu, and select 'Update Self-Assessment' (for employees) or 'View/Update Review' (for managers/admins).
Step 3: Once the review is open, navigate to the Goals tab and click 'Edit' in the upper right-hand corner.
Step 4: Select the goals you want to add to the review. For more information on which goals are eligible to be added to a performance review, visit this article.
Select a goal from the dropdown list. The list will display only the goals where the employee being reviewed is assigned as the "Person Responsible.
Add a weighting for each goal. The system uses a scale of 1-10, 10 being the most important. If you wish to weight your goals equally, select the same number for all goals.
Once all goals are added, select 'Save'. The form will autosave and refresh the screen.
Step 5: After clicking 'Save,' you will then see the Goals successfully added to the review and will have the ability to rate and comment.
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